Forum Discussion
MarkShnier__You
Qrew Legend
Ms. Junkie has a nice video on this
https://www.youtube.com/watch?v=TkYU7nBnzX4
How do do running total on a table report. Once you have the data you can make a chart.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------
https://www.youtube.com/watch?v=TkYU7nBnzX4
How do do running total on a table report. Once you have the data you can make a chart.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------
IvanWeiss
3 years agoQrew Captain
I went ahead and did this and now have successfully the running total by year on my table. However, the next challenge is how to get it in a chart format. Since it is a running chart I only need the "maximum" value for each month.
So for example....
January I have (3) invoices
Invoice Date Invoice Amount Running Total
01-02-21 $15,000 $15,000
01-06-21 $10,000 $25,000
01-15-21 $5,000 $30,000
02-05-21 $10,000 $40,000
02-22-21 $5,000 $45,000
In this example I cannot do a SUM by month as that would return 70,000 for January. I need to grab the maximum record, the $30,000 and display that on a line chart for January. And add the maximum of February making it 45,000 in February
------------------------------
Ivan Weiss
------------------------------
So for example....
January I have (3) invoices
Invoice Date Invoice Amount Running Total
01-02-21 $15,000 $15,000
01-06-21 $10,000 $25,000
01-15-21 $5,000 $30,000
02-05-21 $10,000 $40,000
02-22-21 $5,000 $45,000
In this example I cannot do a SUM by month as that would return 70,000 for January. I need to grab the maximum record, the $30,000 and display that on a line chart for January. And add the maximum of February making it 45,000 in February
------------------------------
Ivan Weiss
------------------------------
- MarkShnier__You3 years agoQrew LegendI suggest that you don not need to use Formula Queries for the chart. Try using a Waterfall Chart type.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------- IvanWeiss3 years agoQrew Captain
Unfortunately waterfall isn't the right chart type. Currently I have a complicated set of relationships to try to do this and I thought I could simplify it a lot with formula queries but maybe not
- MarkShnier__You3 years agoQrew LegendI don't understand why a waterfall chart will not work. X axis = Invoice Date and Y is Sales.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------